MFIMFI
SF

Mesirow Financial Investment Management - Fixed Income’s Stifel SF Stock Holding History

Mesirow Financial Investment Management - Fixed Income’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-477,405
Closed -$10.9M – 116
2018
Q3 		$10.9M Sell
477,405
-9,945
-2% -$239K 0.99% 64
2018
Q2 		$11.3M Buy
487,350
+9,574
+2% +$249K 1.04% 61
2018
Q1 		$12.6M Sell
477,776
-137,588
-22% -$3.9M 1.23% 44
2017
Q4 		$16.3M Buy
+615,364
New +$15.1M 1.15% 56

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's SF Position: Q4 2018 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Stifel (SF) in Q4 2018, closing a stake of 477,405 shares — an estimated $10.9M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in SF in Q4 2017 and held it in 4 quarters. The position peaked at $16.3M in Q4 2017. 258 funds tracked by Wall St. Rank hold SF as of Q4 2018.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining Stifel position as of Q4 2018 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 477,405 Stifel shares in Q4 2018, an estimated $10.9M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in Stifel in Q4 2017 and held it in 4 quarters.
  • Mesirow Financial Investment Management - Fixed Income's Stifel position peaked at $16.3M in Q4 2017.
  • 258 funds tracked by Wall St. Rank held Stifel as of Q4 2018.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q4 2018, filed 5 Feb 2019.